Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OYMIX (Oppenheimer Moderate Invstr Fd Cl Y Shs) | 9.79% | 19.72% | 13.08% | 3.56% | 5.54% | 5.57% | 4.21% | … | … |
Data as of 06/04/2026, Common starting date is 04/07/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OYMIX (Oppenheimer Moderate Invstr Fd Cl Y Shs) | 04/07/2005 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.68 | 19.72 | 13.08 | 3.56 | 5.54 | 5.57 | 4.21 | … | … | 9.79 | 9.37 | 8.59 | 12.39 | -19.68 | 4.13 | 1.67 | 20.24 | -6.77 | 15.44 | 4.94 | -1.04 | 3.91 | 17.46 | 11.52 | -1.15 | 13.35 | 22.52 | -38.88 | 6.46 | 10.62 | 6.52 |
| Sharpe Ratio | NA | 2.03 | 1.06 | 0.10 | 0.34 | NA | NA | … | … | 2.08 | 0.57 | 0.24 | 0.99 | -1.48 | 0.42 | 0.06 | 2.63 | -0.86 | 3.44 | 0.56 | -0.12 | 0.54 | 1.47 | 1.57 | -0.09 | 1.24 | 1.35 | -1.66 | 0.42 | 1.25 | 1.30 |
| Standard Deviation(%) | NA | 8.62 | 9.45 | 10.56 | 11.35 | NA | NA | … | … | 10.27 | 11.58 | 8.27 | 8.28 | 14.33 | 9.76 | 22.23 | 7.17 | 9.39 | 4.32 | 8.49 | 8.63 | 7.24 | 11.87 | 7.39 | 13.01 | 10.68 | 16.59 | 23.86 | 8.38 | 5.91 | 5.11 |
| Draw Down(%) | NA | 6.14 | 10.89 | 28.63 | 28.63 | NA | NA | … | … | 6.14 | 10.85 | 4.45 | 8.79 | 23.27 | 8.36 | 26.78 | 4.16 | 13.47 | 1.25 | 7.57 | 8.47 | 5.66 | 6.12 | 6.50 | 13.10 | 8.44 | 18.92 | 47.35 | 5.78 | 5.15 | 3.02 |
| Yield(%) | 0.00 | 4.88 | 3.72 | 2.51 | 3.66 | 3.61 | 3.06 | … | … | 0.00 | 5.08 | 3.95 | 1.51 | 1.51 | 2.48 | 1.67 | 11.93 | 2.94 | 2.37 | 1.94 | 1.00 | 2.65 | 1.80 | 1.86 | 2.62 | 2.67 | 0.57 | 4.62 | 5.14 | 3.07 | 1.84 |
Data as of 06/04/2026, Common starting date is 04/07/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OYMIX (Oppenheimer Moderate Invstr Fd Cl Y Shs) |
-14.83%
Feb 2006 – Feb 2009 |
-3.00%
May 2007 – May 2012 |
2.21%
Oct 2013 – Oct 2023 |
1.40%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OYMIX (Oppenheimer Moderate Invstr Fd Cl Y Shs) |
18.55%
Feb 2009 – Feb 2012 |
15.46%
Feb 2009 – Feb 2014 |
9.91%
Feb 2009 – Feb 2019 |
7.07%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart